Transense Technologies Share Discussion Threads

[chester9] 20/2/2024 17:22

Link sent below and I've just tried it opens

[major courtenay] 20/2/2024 17:03

Some pretty good q & a in there. The fact that c. 20 questions were asked is, I think, indicative of the level of interest. Plenty of quiet listeners too, I’m sure.

The problem is we are just so fundamental when it comes to saw. There’s no bolt on option, so we’re either intrinsic to the machinery or we’re not there at all. But on the other hand, if we’re successful, it makes us one of the stickiest technologies going (for security of revenues)

[pugugly] 20/2/2024 14:08

Recording now available on IMC.

[nico115] 20/2/2024 11:31

Please send link as can't open

[mattjos] 20/2/2024 11:21

As mentioned in the video, the current mkt cap is underpinned by Cash + the future iTrack royalty stream.
In effect, the other strands of the business are in it 'for free'.
Folk might say the SAW side of the business is still too early to put any real value on but, the Translogik division clearly already has traction in the marketplace & with a regulatory tailwind + a clear managment focus on driving the sales , I believe it wrong to value it on a 'for free' basis.

Managment are rightly focussed on sustainbly growing the business according to the 'demand pull' from the market & the cashflowing in from the iTrack royalty stream.

The case for continuning to buyback loose shares from the market at these levels remains persuasive, imo.

[mattjos] 20/2/2024 11:01

here is the Investor Meet Presentation now available on YouTube:

TRANSENSE TECHNOLOGIES PLC - H1 FY24 Interim Results and Prospects

[king1pin2] 20/2/2024 10:22

hxxps://bnnbreaking.com/tech/transense-technologies-reports-10-revenue-growth-a-tale-of-strategic-investments-and-market-influence
Well worth a read

[scrapiron123] 19/2/2024 18:03

Good presentation today, worth a watch

[shifter2] 19/2/2024 17:43

Missed presentation but will logon shortly

Am ex transport manager myself O
License holder the need is defo there could easily turnover 2:4 million on its own

[chester9] 19/2/2024 17:23

We were effectively a start up in 2020 made me smile, forget about past..The message came across that they are more excited than in recent years with visibility on the opportunities that are opening up, some in near term by the pitch. They believe the share price is fully covered..Now the excitement must convert to continuing revenue growth to get share price past nov 21 price of 1.22. See what happens tomorrow. GLA

[mattjos] 19/2/2024 17:19

The discussion is far more commercial & sales oriented than ever they were historically.
Pity we have not yet snagged Michelin but, always damn hard for a UK company to sell to the French & they may just have a policy of always not doing what Continental do.
Attacking that next layer down in the Tyre market is key, imo.
Helluva lot of Commercial Fleet operators who have this legal duty to monitor vehicle tyres - a robust and accurate tool is essentiual for such companies.
Gone are the days of just going out with a pen and paper and a coin to check tread depth.
When we put our vans in for service at the local TC Harrison Ford, we now get back a Health Check report for each vehicle with this section in it:



This will become the standard for all commercial vehicles (inc LCV's) & we must ensure Translogik is front and centre of this market as it cascades downwards.

If even Melvyn is excited about the future then we all should all be!

[petethegolf] 19/2/2024 17:01

Encouraging messages from the presentation I thought?

[amt] 19/2/2024 15:07

Looks like good words and slashed forecasts. Look what happened to Bango when they cut their outlook
The market is unforgiving.

[gnnmartin] 19/2/2024 14:34

I'm curious as to why operating expenses have dropped 18%. I rather expected them to rise with activity.

[mattjos] 19/2/2024 14:21

Lots of people will be 'aware' of Transense given how long it has been listed.
Probably most of them will have previously dismissed it and determined it was uninvestible.
Very different situatiomn here now.
Whilst it only takes a short-time to get a bad reputation, it takes much longer to build a good reputatation.
That tide is turning here

[bhoddhisattva] 19/2/2024 14:17

I’ve seen a couple of experienced posters on X expressing at least interest and curiosity …

[sojourno] 19/2/2024 14:08

Operating expenses are reduced by 18%
Revenue up by 10%
Net cash has increased by £600k since December and more than doubled since June.
...Methinks people are getting interested in building their positions.

[mattjos] 19/2/2024 11:50

Not sure how much store I put in Allenby's forecasts, to be honest Rivaldo
This is one of thse companies that is clearly at a major inflexion point in its gestation.
We have yet to see the combined effect of new managment focus on finally now commercialising the IP.
Still a very small company with limited share issuance and a shrinking free-float so, just one or two positive contract wins would have an outsize upward impact.
Let's hear what they have to say later this afternoon.

[drw1] 19/2/2024 11:09

Question is how significant is this and what is the potential:-

'The Board anticipates more newsflow in the second half in this sector, as terms have been agreed and the contract is in the final stages of signoff for a significant project with a new Aerospace partner, and management is in advanced negotiations elsewhere.'

[glavey] 19/2/2024 10:57

"both the increased costs and the reduced revenue visibility/delays in customer programmes talked about today" wears the divi.

[rivaldo] 19/2/2024 10:47

Allenby have reduced their forecasts by almost 25% for this year, to 8.9p EPS.

And next year's are reduced by a similar amount to 10.7p.

I've been monitoring TRT for years, and it looks very interesting imo, but both the increased costs and the reduced revenue visibility/delays in customer programmes talked about today are worth noting given today's downgrades in forecasts.

[bhoddhisattva] 19/2/2024 09:11

And the market’s reaction!? A damp squib.

Truth is opportunities and real profits have taken so looooonnnngg to materialise and mkt cap so low that this stock is missed or ignored by so many.

Plus I hear of some trying to build a bigger stake find it too illiquid according to their criteria.

I continue to hold as selling makes absolutely no sense now … only been 15? 20? years!?

[sojourno] 19/2/2024 08:40

There really aren't that many results on AIM so positive.
Good stuff. Well done chaps!

[shifter2] 19/2/2024 07:56

Would say it’s very positive myself let’s see what mr market has to say

[bhoddhisattva] 19/2/2024 07:39

Results read well to me but new, game-changing SAW contracts just out of reach - again!
But aerospace is the most conservative industry- once they do start to adopt I’m sure several contracts will follow … getting that first one is key …